Relationship Manager
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
About Us:
Brookstone Capital Management is a dynamic and forward-thinking national Financial Services firm with ~$9B in Assets Under Management (AUM) providing a Turnkey Asset Management Platform (TAMP) to Financial Advisors. We are committed to providing innovative services, technology, and investment solutions to Financial Advisors and their clients. As we continue to rapidly grow, we are seeking a dynamic Relationship Manager to join our team.
Job Overview:
The Relationship Manager will play a crucial role in building and managing relationships with Financial Advisors who utilize Brookstone's Turnkey Asset Management Platform. The ideal candidate will have a deep understanding of TAMP services, possess excellent interpersonal skills, and be dedicated to delivering exceptional client experiences.
Responsibilities:
- Act as the main point of contact for Financial Advisors, providing guidance on Brookstone's TAMP services and addressing inquiries.
- Cultivate and maintain strong relationships with Financial Advisors, understanding their business goals and needs.
- Proactively facilitate the investment process for Financial Advisors and their clients while understanding the life cycle of each Advisor's business and helping them be successful.
- Collaborate with internal teams to ensure the successful onboarding and ongoing support of Financial Advisors on Brookstone's TAMP.
- Provide training and education to Financial Advisors on Brookstone's tools, products, and services.
- Work closely with cross-functional teams to enhance Brookstone's TAMP based on Financial Advisor feedback and market trends.
- Monitor and analyze Financial Advisor performance metrics, identifying areas for improvement and growth.
- Stay informed about industry developments, regulatory changes, and TAMP best practices.
- Perform other related duties as assigned
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Proven experience as a Relationship Manager or a similar role.
- In-depth knowledge the Financial Advisory industry.
- Prior experience with TAMPs a plus.
- Strong understanding of investment products, strategies, and portfolio management.
- Exceptional communication and presentation skills.
- Ability to build and maintain strong relationships with Financial Advisors.
- Detail-oriented with excellent organizational and problem-solving skills.
Position: Full-time
Location: Wheaton, IL (100% onsite - not a remote/hybrid/WFH position)
Benefits: Medical, Dental, Vision, 401(k) w/match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)
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